Compare · 2 funds side by side · dividends reinvested

DFAS and IWN

DFASDimensional×IWNiShares×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$14,758DFAS · best of the two

02 / 04

DFAS and IWN, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 2000 Value ETFUS Stock Styles · Small cap0.24%1.49%+21.9%+25.4%+22.1%+8.0%−8.5%15.6%$14.1B1.3

Dimensional - US Small Cap ETFUS Stock Styles · Small cap0.30%1.00%+17.0%+20.4%+19.3%+8.1%−9.4%15.3%$34.7B1.8

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 4, 2026 · returns include dividends · since: DFAS 1992 · IWN 2000

Head to Head

Swap sides Versus in desk

Head to Head

Dimensional - US Small Cap ETF · $34.7B$14,758

DFAS

IWN

iShares Russell 2000 Value ETF · $14.1B$14,665

$10,000 five years ago, dividends reinvested · they hold 31.1% in common

DFASMeasureIWN

+17.0%Year to dateJan 1 → Nov 4+21.9%

+20.4%1 yearTotal return+25.4%

+19.3%3 years · per year$10,000 became $16,976 · $18,224+22.1%

+8.1%5 years · per year$10,000 became $14,758 · $14,665+8.0%

0.30%Expense ratio$30 · $24 a year on $10k · lower is better0.24%

1.00%Trailing 12-mo yield$100 · $149 a year on $10k1.49%

−9.4%Worst dropSmaller is better−8.5%

15.3%VolatilityLower is calmer15.6%

DFASIWN Winner of the row, in its colourEach row: the bigger of the two fills its side

2–6IWN wins

End-of-day Nov 4, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DFAS vs IWN: Top 5 Holdings

Today

DFAS

1.4%in top 5

IWN

in top 53.0%

DFASStockIWN

not top 5VSAT0.6%

not top 5JXN0.6%

not top 5UMBF0.6%

not top 5CTRE0.6%

not top 5SM0.6%

0.3%SWKSnot top 5

0.3%HALOnot top 5

0.3%MOG-Anot top 5

0.3%WCCnot top 5

0.3%AITnot top 5

Held in common31.1%

End-of-day Nov 4, 2026 · share of each fund

DFAS vs IWN Returns, Every Period

DimensionalDFAS

+8.1%

5 years, per year

IWNiShares

+8.0%

5 years, per year

DFASIWNFaded: behind in that period

1–3IWN wins

End-of-day Nov 4, 2026 · dividends in · faded = behind in that period

DFAS vs IWN

YTD

DimensionalDFAS

+17.0%

IWNiShares

+21.9%

+17.0%Year to date+21.9%

−9.4%Worst drop · 1Y−8.5%

15.3%Volatility · 1Y15.6%

1.0%Yield1.5%

$34.7BAssets$14.1B

3–1IWN wins

End-of-day Nov 4, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: DFAS, IWN

Today

0.24%lowest, IWN

FundExpense ratioFee$10k

IWN0.24%$24

DFAS0.30%$30

End-of-day Nov 4, 2026 · fee on $10,000 a year

Yields: DFAS, IWN

1.49%highest, IWN

FundTrailing yieldYield$10k

IWN1.49%$149

DFAS1.00%$100

End-of-day Nov 4, 2026 · trailing 12-month yield

Income After Fees on $10,000

$125most kept, IWN

IWN$149 − $24 = $125

DFAS$100 − $30 = $70

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee

Overlap: DFAS, IWN

Today

31.1%most shared, DFAS and IWN

DFASIWN

DFAS—31.1%

IWN31.1%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+25.4%IWN, at 15.6% volatility

DFASWorst drop−9.4%15.3% vol

IWNWorst drop−8.5%15.6% vol

End-of-day Nov 4, 2026 · up and left is better

Paid More vs Made More

YTD

IWNDFAS

+21.9%Year to date+17.0%

1.5%Yield1.0%

+25.4%Past year+20.4%

0.24%Fee0.30%

4–0IWN wins

End-of-day Nov 4, 2026

Popular Pairs Near These Two

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$41.8BAssets$46.0B

1–1level

End-of-day Nov 4, 2026

SPYM vs SPY

YTD

SPDRSPYM

+13.4%

SPYSPDR

+13.3%

+13.4%Year to date+13.3%

1.0%Yield1.0%

$185BAssets$798B

1–0SPYM wins

End-of-day Nov 4, 2026